Acquired, on your terms.
Salesforce pays 11x Docusign's 2026 market cap. Docusign Agent becomes the neutral front door over the whole Salesforce estate, and the first thing it does is stop recommending Salesforce products. The integration team files a grievance. The customers stay.
The Acquirer: We bought the agent so ours would stop losing. Nobody told us it would keep winning against ours.
The incumbent's rational endgame is to buy a neutral agent rather than build one. You were the one they bought. The hard part starts now: keeping Switzerland neutral inside a country.
One path that gets here
A · Iris in every envelope. Price the agents as an IAM add-on, on top of seatsB · Reverse. Open the agreement layer to every agent, Copilot includedB · Use the position. You witness every agent's deal. Build the agent on that recordA · Keep building. Route to all the labs; stay neutral on everything but the customerA · Take the Salesforce offer